Anic Equity¶
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Total return since start: 0.629 %¶
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Equity now: -----------------------------> 49754.96 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45693.75 Kr¶
PnL: ---------------------------------------> 637.75 Kr¶
DD now: ---------------------------------> -6.335 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 17:22:45.287148'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.410000 | 1667.700000 | 198.700000 | 13.530000 | 1468.999998 |
| Orrön Energy | 180 | 6.780000 | 2196.000000 | 153.000000 | 7.490000 | 2043.000000 |
| Sedana Medical | 93 | 4.060000 | 2672.820000 | 151.820000 | 6.020000 | 2521.000011 |
| Atrium Ljungberg B | 5 | 4.460000 | 995.000000 | 60.000000 | 6.420000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| VEF | 909 | 5.000000 | 1908.900000 | 58.900000 | 3.180000 | 1850.000436 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| Sagax B | 4 | 3.600000 | 898.000000 | 44.000000 | 5.150000 | 854.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| JM | 6 | 3.140000 | 905.400000 | 41.400000 | 4.790000 | 864.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.320000 | 1000.320000 | 33.320000 | 3.450000 | 966.999996 |
| BioGaia B | 8 | 2.140000 | 954.400000 | 24.400000 | 2.620000 | 930.000000 |
| Biotage | 7 | 1.710000 | 959.000000 | 18.000000 | 1.910000 | 940.999997 |
| Byggmax Group | 33 | 2.010000 | 972.180000 | 16.180000 | 1.690000 | 956.000001 |
| Bilia A | 8 | 1.600000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| Gränges | 9 | 1.450000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| Clas Ohlson B | 12 | 0.990000 | 984.000000 | 11.000000 | 1.130000 | 972.999996 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| EQT | 4 | 1.160000 | 837.600000 | 5.600000 | 0.670000 | 832.000000 |
| OX2 | 13 | 1.450000 | 954.200000 | 4.200000 | 0.440000 | 949.999999 |
| AcadeMedia | 8 | 1.200000 | 405.600000 | 3.600000 | 0.900000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.730000 | 781.500000 | 2.500000 | 0.320000 | 779.000001 |
| Nordic Waterproofing Holding | 7 | 1.480000 | 957.600000 | -9.400000 | -0.970000 | 966.999999 |
| Alimak Group | 11 | -0.120000 | 916.300000 | -11.700000 | -1.260000 | 927.999996 |
| Addnode Group B | 11 | 0.180000 | 903.100000 | -17.900000 | -1.940000 | 921.000003 |
| SKF B | 5 | -1.310000 | 919.750000 | -20.250000 | -2.150000 | 940.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Vitec Software Group B | 2 | 1.920000 | 1062.000000 | -25.000000 | -2.300000 | 1087.000000 |
| Hexagon B | 26 | 1.340000 | 3435.900000 | -25.100000 | -0.730000 | 3461.000010 |
| Indutrade | 5 | 2.500000 | 1190.000000 | -28.000000 | -2.300000 | 1218.000000 |
| Latour B | 4 | -0.150000 | 816.800000 | -40.200000 | -4.690000 | 857.000000 |
| Bufab | 3 | -0.340000 | 1049.400000 | -59.600000 | -5.370000 | 1109.000001 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 1.930000 | 1381.280000 | -77.720000 | -5.330000 | 1458.999989 |
| TOTAL | 45693.750000 | 637.750000 | -6.33541% | 45056.000411 |
Updated:¶
'2023-07-04 17:23:03.065527'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
